Conway Capital Management’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22.7M Buy
143,562
+1,853
+1% +$293K 10.15% 4
2025
Q1
$15.4M Sell
141,709
-72,313
-34% -$7.84M 7.68% 5
2024
Q4
$28.7M Sell
214,022
-21,553
-9% -$2.89M 12.72% 3
2024
Q3
$28.6M Sell
235,575
-16,218
-6% -$1.97M 13.89% 2
2024
Q2
$31.1M Sell
251,793
-25,057
-9% -$3.1M 15.63% 2
2024
Q1
$25M Sell
276,850
-11,640
-4% -$1.05M 13.99% 2
2023
Q4
$14.3M Sell
288,490
-7,600
-3% -$376K 9.22% 3
2023
Q3
$12.9M Buy
296,090
+1,380
+0.5% +$60K 9.41% 3
2023
Q2
$12.5M Buy
294,710
+1,710
+0.6% +$72.3K 8.78% 3
2023
Q1
$8.14M Buy
293,000
+4,260
+1% +$118K 6.69% 4
2022
Q4
$4.22M Sell
288,740
-17,180
-6% -$251K 4.27% 6
2022
Q3
$3.71M Sell
305,920
-7,450
-2% -$90.4K 3.31% 7
2022
Q2
$4.75M Sell
313,370
-93,000
-23% -$1.41M 4.25% 6
2022
Q1
$11.1M Buy
406,370
+14,570
+4% +$398K 7.11% 4
2021
Q4
$11.5M Buy
391,800
+59,760
+18% +$1.76M 6.77% 4
2021
Q3
$6.88M Sell
332,040
-9,480
-3% -$196K 4.66% 5
2021
Q2
$6.83M Buy
341,520
+37,400
+12% +$748K 4.67% 5
2021
Q1
$4.06M Buy
304,120
+4,040
+1% +$53.9K 3.04% 7
2020
Q4
$3.92M Buy
+300,080
New +$3.92M 2.87% 7